SkyWater Technology is a U.S.-based pure-play semiconductor foundry specializing in custom process development, legacy node manufacturing, and radiation-hardened (rad-hard) solutions. Headquartered in Bloomington, Minnesota, SkyWater is one of only a few U.S.-owned and operated fabs, offering secure, domestic production of microelectronics critical to defense, aerospace, automotive, and industrial sectors.
SkyWater is distinct for its Technology as a Service (TaaS) model, providing customers with early access to new semiconductor processes while enabling rapid prototyping and commercialization. The company operates with a strong emphasis on technology enablement, trusted manufacturing, and collaborative development with industry, government, and academic partners.
Key Facts
Field | Details |
---|---|
Founded | 2017 (spun out of Cypress Semiconductor) |
Headquarters | Bloomington, Minnesota, USA |
Public Listing | NASDAQ: SKYT (IPO in April 2021) |
Key Executives | Thomas Sonderman (CEO), Steve Kosier (CTO) |
Specialties | Mixed-signal, rad-hard, BCD, photonics, superconductors |
Nodes Supported | 90nm, 130nm, 180nm (CMOS and specialized flows) |
Trusted Foundry Status | DMEA Category 1A Trusted Accredited |
Employees (2025) | ~750+ |
Business Model
SkyWater is built around a “Technology as a Service” (TaaS) model:
-
Co-development partnerships for custom semiconductor processes
-
Foundry services for volume production of secure and legacy designs
-
Government contracts for defense and critical infrastructure
-
Open-source hardware initiatives (e.g. collaboration with Google on SKY130 PDK)
Technologies & Capabilities
-
SKY130/90: 130nm and 90nm process nodes, including open-source PDKs
-
Radiation-Hardened by Design (RHBD): for aerospace and defense
-
Superconducting Electronics: in partnership with companies like Rigetti Computing
-
MEMS and Photonics: MEMS sensors and integrated photonics platforms
-
Carbon Nanotubes (CNTs): experimental work with DARPA/ARPA-E
Foundries & Expansions
-
Bloomington, MN: Flagship 200mm facility (former Cypress fab)
-
Purdue University West Lafayette, IN: SkyWater-led U.S. Department of Commerce-backed project (announced 2022)
- Florida Fabrication Facility & Capabilities. Through a partnership with Osceola County, Florida, SkyWater is now the sole operator of the state-of-the-art Center for Neovation where we are onshoring the next generation of advanced packaging. 200 mm equipment, and a 36,000 sq ft cleanroom
-
June 30, 2025 – SkyWater has completed its acquisition of Infineon’s 200 mm semiconductor fab in Austin, Texas (“Fab 25”).
Government & Defense Partnerships
SkyWater is a key U.S. defense semiconductor supplier, supporting:
-
DARPA programs (e.g. Electronics Resurgence Initiative)
-
Department of Defense Trusted Foundry needs
-
Department of Commerce for CHIPS Act initiatives
-
Radiation-hardened electronics for satellites and aerospace
Financial & Strategic Notes
-
IPO raised ~$100M in 2021, signaling growing investor interest in U.S.-based semiconductor manufacturing
-
Revenue (2024): ~$270 million
-
Partnered with Google, DARPA, Purdue, and Intel on various open-source and R&D programs
Notable Quotes
“We are reimagining how the U.S. brings differentiated semiconductor technologies to market, from development through volume production.”
— Thomas Sonderman, CEO of SkyWater Technology
“SkyWater’s TaaS model is a game-changer. It gives startups and defense customers a runway to bring innovation to silicon quickly, securely, and affordably.”
— Steve Kosier, CTO of SkyWater
“A resilient domestic semiconductor supply chain needs companies like SkyWater—trusted, agile, and focused on secure production.”
— Commerce Secretary Gina Raimondo (2022 CHIPS Act press release)
“The open-source SKY130 initiative is about democratizing silicon. SkyWater has made it possible for a whole new class of designers to fabricate chips.”
— Mike Wirthlin, BYU Professor & DARPA contractor
“SkyWater isn’t trying to compete at the bleeding edge. It’s filling a vital gap—trusted U.S. production for high-reliability markets.”
— Doug Carlson, Analyst at Needham & Company
Timeline of Key Milestones
Year | Event |
---|---|
2017 | SkyWater is formed via Cypress fab spinout |
2018 | Earns DMEA Trusted Foundry accreditation |
2020 | Begins SKY130 open-source PDK with Google |
2021 | Goes public (NASDAQ: SKYT) |
2022 | Announces Purdue fab with $1.8B investment target |
2024 | Expands partnerships in photonics and rad-hard devices |
2025 | Revenue surpasses $270M; secures new defense contracts |
2025 | SkyWater has completed its acquisition of Infineon’s 200 mm semiconductor fab in Austin, Texas (“Fab 25”). |
Strategic Positioning
SkyWater is not chasing bleeding-edge nodes like TSMC or Intel. Instead, it focuses on:
-
Secure & legacy manufacturing
-
Defense-grade electronics
-
Rapid R&D enablement
-
U.S. domestic supply chain resilience
It occupies a strategic niche essential to the national interest and is increasingly viewed as a cornerstone of the U.S. CHIPS Act industrial strategy.
Share this post via:
Making Intel Great Again!